+36.1%
JCI vs EQX
+42.9%
-6.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.1% |
| 7D | +3.8% | -1.4% | +5.2% | +3.9% |
| 30D | -5.7% | +24.4% | -30.0% | -7.8% |
| 3M | -1.4% | +11.6% | -13.0% | -3.0% |
| 6M | +4.1% | -25.0% | +29.1% | +5.2% |
| YTD | +21.7% | -8.4% | +30.1% | +21.2% |
| 1Y | +36.1% | +43.4% | -7.3% | +28.7% |
| All | +36.1% | +42.9% | -6.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling